Financial Analyst

Achieve; Salt Lake City (UT); Hybrid; USD 80,000 - 95,000; Full time

Job summary

Achieve, a leading digital personal finance company, is searching for a Financial Analyst to enhance the enterprise financial model. This role involves detailed financial analysis, forecasting, and collaboration across various departments to support strategic initiatives and ensure financial integrity. Ideal candidates will have a strong analytical foundation and the ability to communicate effectively within a fast-paced environment.

Benefits

Hybrid and remote work opportunities

401(k) with employer match

Medical, dental, and vision with HSA and FSA options

Competitive vacation and sick time off

Access to wellness support

Educational expense reimbursement

Pet care discounts

Financial support through Achieve Care Fund

Diversity and inclusion commitment

Qualifications

• 1–3 years of experience in financial analysis.
• Solid understanding of financial statements and GAAP principles.
• Experience with financial systems integration and cash flow forecasting is plus.

Responsibilities

• Drive monthly forecast and reconciliation process.
• Support budgeting and long range planning cycles.
• Build and maintain detailed financial models for decision support.

Skills

Financial Analysis

Problem Solving

Analytic Thinking

Communication

Education

Bachelor’s degree in finance, accounting, economics or related field

MBA or CPA

Tools

Excel

Financial Planning Tools

Job description

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Company Description

Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.

Company Description

Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.

Job Description

As a Financial Analyst, you will play a critical role in maintaining and enhancing Achieve’s enterprise 3-statement financial model. You will focus on forecast updates, reconciliation between finance and accounting actuals, variance analysis, and long-range planning to support our G&A and shared services functions (HR, IT, Finance, Marketing, Legal & Compliance).

While your primary responsibility will be on core financial modeling and bridging FP&A to accounting, you will also contribute to broader decision support, strategic planning, and cost optimization efforts across the enterprise. This role is well-suited for someone who enjoys detailed financial analysis, solving complex problems, and synthesizing data into actionable insights.

What You’ll Do:

• Maintain and enhance components of Achieve’s enterprise 3-statement financial model, with a focus on operating expense, headcount, and overhead allocations
• Drive the monthly forecast and reconciliation process between FP&A and Accounting, including accruals, reclasses, and ensuring financial integrity across systems
• Partner with G&A and shared services leaders to support budgeting, rolling forecasts, and long-range planning cycles
• Support the monthly close process with financial reporting, variance analysis, and recommendations for improved forecast accuracy
• Help prepare board and executive-level materials by contributing to enterprise planning models and key corporate financial updates
• Build and maintain detailed financial models to support cross-functional strategic initiatives, investment decisions, and trade-off analyses
• Synthesize financial data from multiple systems, applying structured analytic thinking to deliver clear, concise reporting
• Identify and drive process improvements to increase the efficiency, accuracy, and scalability of financial planning and reporting workflows
• Support ad-hoc financial analysis and reporting requests as needed to inform business decisions
  
  

Qualifications

What You’ll Bring:

• Bachelor’s degree in finance, accounting, economics, or a related field (MBA or CPA a plus)
• 1–3 years of experience in financial analysis, corporate FP&A, or related fields
• Solid understanding of financial statements, GAAP accounting principles, and corporate planning processes
• Advanced Excel modeling skills; familiarity with financial planning tools (e.g., Adaptive Planning, Anaplan, Oracle Cloud) a plus
• Experience partnering with G&A or shared services teams on budgeting, forecasting, and performance reporting
• Ability to work with large datasets and apply structured, analytic thinking to deliver clear business insights
• Strong communication skills, with the ability to explain financial concepts to non-financial stakeholders
• Ownership mentality, proactive problem-solving orientation, and strong attention to detail
• Comfortable operating independently and collaboratively in a dynamic, fast-paced environment
• Experience with financial systems integration, cash flow forecasting, and reporting automation is a plus
  
  

Additional Information

Achieve well-being with:

• Hybrid and remote work opportunities
• 401 (k) with employer match
• Medical, dental, and vision with HSA and FSA options
• Competitive vacation and sick time off, as well as dedicated volunteer days
• Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
• Up to $5,250 paid back to you on eligible education expenses
• Pet care discounts for your furry family members
• Financial support in times of hardship with our Achieve Care Fund
• A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups
  
  

Work from home/hybrid:

We are proudly offering hybrid options in the San Mateo, CA, and Phoenix, AZ metro market. In other locations throughout the country, we offer work from home, like: TX, UT, NV, WA.

Salary Range: $80,000 to $95,000 annually + bonus + benefits.

This information represents the expected salary range for this role. Should we decide to make an offer for employment, we'll consider your location, experience, and other job-related factors.

Join Achieve, change the future.

At Achieve, we’re changing millions of lives.

From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.

Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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